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Alphabet (Google) Class A
GOOGL

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2001
Romano Brothers & Co
Illinois
$6.46M -$47.2K -270 -0.8%
NED
2002
Nancy E. Dempze
$6.46M +$247K +1,410 +4%
FWM
2003
Focused Wealth Management
New York
$6.46M +$40.9K +234 +0.7%
QC
2004
Quent Capital
New York
$6.46M +$204K +1,166 +4%
BIM
2005
Baldwin Investment Management
Pennsylvania
$6.44M -$117K -666 -2%
ICM
2006
Intrepid Capital Management
Florida
$6.41M +$1.55M +8,835 +35%
WKSWA
2007
White Knight Strategic Wealth Advisors
New Jersey
$6.4M +$2.91M +16,658 +97%
UAG
2008
United Advisor Group
Ohio
$6.4M -$192K -1,098 -3%
SM
2009
STF Management
Texas
$6.38M +$217K +1,240 +4%
PCA
2010
Peddock Capital Advisors
Massachusetts
$6.37M -$64.2K -367 -1%
PWAM
2011
Papamarkou Wellner Asset Management
New York
$6.36M +$5.88M +33,590 New
AG
2012
Algert Global
California
$6.35M +$727K +4,156 +14%
LKIM
2013
Lawson Kroeker Investment Management
Nebraska
$6.35M -$2.27K -13 -0%
GEA
2014
Glen Eagle Advisors
New Jersey
$6.33M -$164K -935 -3%
DCM
2015
Dudley Capital Management
Virginia
$6.32M +$78.4K +448 +1%
WFI
2016
West Family Investments
California
$6.31M +$265K +1,514 +5%
NI
2017
Natural Investments
California
$6.31M +$5.83M +33,341 New
LWL
2018
Leo Wealth LLC
Texas
$6.31M +$1.17M +6,673 +25%
F8IS
2019
Figure 8 Investment Strategies
Idaho
$6.31M +$5.83M +33,310 New
RPA
2020
Rock Point Advisors
Vermont
$6.29M -$118K -674 -2%
BA
2021
Bluesphere Advisors
Pennsylvania
$6.29M -$222K -1,270 -4%
HAS
2022
HBW Advisory Services
California
$6.28M +$980K +5,602 +20%
BWM
2023
BigSur Wealth Management
Florida
$6.27M -$140K -800 -2%
FLI
2024
Family Legacy Inc
South Carolina
$6.26M +$14.3K +82 +0.3%
BIP
2025
Blueprint Investment Partners
North Carolina
$6.25M +$2.32M +13,231 +67%
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